Fiduciary-Based Wealth Management
We are a wealth management firm that provides objective advice based solely on your best interests. Our commitment is to provide transparency, high-touch service, and goal-driven performance. A disciplined process. An independent perspective. A commitment to always putting clients first.
Meet Our Team
Our dynamic team of advisors and associates is dedicated to providing high-touch service and creating an exceptional client experience. Our team comes from diverse backgrounds, which they can draw upon to assist our clients best.
Our Approach
Wealth Management with Optima begins by first understanding your beliefs and helping define your life goals with your team of financial experts who are here for you before, during, and after any of life's changes.
Institutional Capabilities
Our clients can access institutional investment managers and family office services through our custodians, such as Charles Schwab.
Start a complimentary financial plan with a CFP® professional
According to a recent Gallup survey, only 38% of U.S Investors have a written financial plan to help achieve and maintain wealth throughout retirement. It all starts with a conversation.